Estate and Trust Law
Study Group
Members of the MSBA Sections of Estates & Trusts are invited to attend monthly meetings of the Estate and Gift Tax Study Group. The Study Group generally meets on the third Thursday of each month. The 2008-2009 meeting dates are listed below. For the meeting dates not listed, additional information will be provided at a later date.
DATE |
TOPIC |
SPEAKER |
January 22, 2009
(Fourth Thursday) |
Heckerling Institute Update |
Jessica Baggenstos, Ashley Short and Laura Pacanowsky |
| February 26, 2009 |
Maryland Inheritance Tax |
James D. Walsh |
| March 26, 2009 |
TBD |
TBD |
| April 23, 2009 |
Legislative Update |
To Be Determined |
| May 28, 2009 |
Issues relating to Special Needs Trusts and Medicaid Liens |
Michael Levine |
| June 18, 2009 (CC) |
Ethics in Estate Planning |
Charles S. Winner |
The meetings will be held at in the Bank of America, Tower 1, 4th Floor, 100 South Charles Street, Baltimore, Maryland 21202. Please bring your photo identification as security requires this for admission. A light lunch will be served at all the meetings. The meetings will begin at 12:30pm and end by 1:45pm.
If you are interested in joining the study group, please complete the statement and return it to the above address. Please remit dues by October 10, 2008.
Brian A. Balenson, Esq
L. Content McLaughlin, Esq
Tydings & Rosenberg LLP
100 East Pratt Street, 26th Floor
Baltimore, Maryland 21202
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